LNG运费升至近两年高位 因北美出口创纪录

Core Viewpoint - The surge in spot LNG shipping rates is driven by record LNG exports from North America, leading to increased demand for vessels and higher charter costs [1] Group 1: LNG Shipping Rates - Spot LNG shipping rates have risen approximately 12% to $130,750 per day, marking the highest level since December 2023 [1] - Shipping rates are expected to continue rising, with some Atlantic routes already seeing charter rates exceed $150,000 per day in late December [1] Group 2: North American LNG Exports - The 30-day moving average of North American LNG exports reached a historical high last Thursday, increasing by about 50% year-on-year [1] - The increase in exports is attributed to new project outputs requiring more vessels to transport LNG to clients, including those in Asia [1] Group 3: Market Dynamics - The rise in shipping costs has led some Atlantic basin LNG buyers to seek to delay loading [1] - In the Pacific region, the cost of chartering tankers has also reached its highest level in over a year [1]